--- title: Levitate Reviews meta_title: 'Levitate Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 122 reviews by the users' company size, role or industry to find out how Levitate works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 122 scale: '5' date_modified: '2026-07-17' parent_category: name: Marketing url: https://www.g2.com/categories/marketing --- # Levitate Reviews **Vendor:** Levitate **Category:** [Email Marketing Software](https://www.g2.com/categories/email-marketing) **Average Rating:** 4.7/5.0 **Total Reviews:** 122 ## About Levitate Levitate is a specialized marketing tool designed to assist small businesses in nurturing and maintaining authentic relationships with their clients. Founded in 2017 by Jesse Lipson, the creator of ShareFile, Levitate focuses on simplifying the process of client engagement, allowing businesses to prioritize relationship-building over administrative tasks. This platform is particularly beneficial for small business owners who often juggle multiple responsibilities and seek effective ways to connect with their clientele. The target audience for Levitate includes small business owners, entrepreneurs, and professionals who understand the value of personalized communication but may lack the time or resources to implement it effectively. Levitate addresses this need by providing a suite of features that streamline client interactions. Users can send personalized emails at scale, ensuring that each client feels valued and recognized. The platform also facilitates social media presence, and communication through text messages, enabling businesses to reach clients in a way that is convenient and immediate. Key features of Levitate include the ability to send surveys, schedule meetings, and remember important details about contacts, which can enhance the quality of interactions. For instance, by recalling key facts such as birthdays or past conversations, users can tailor their communications to resonate more deeply with clients. This personalized approach not only fosters stronger relationships but also helps businesses achieve their goals more effectively. Additionally, Levitate offers the support of a dedicated success specialist/marketing coach, providing users with guidance and strategies to maximize their outreach efforts without the need to pay for third-party consultants or other marketing professionals. Levitate also offers custom-built websites, written and designed for each business, rather than relying on templates. Create and post blogs with AI-assistance. Facebook or Google Local Service Ads are also optional add-ons. Levitate stands out in the crowded marketing tool landscape by emphasizing relationship management rather than traditional marketing tactics. Its user-friendly interface and comprehensive features enable small businesses to engage with clients in a meaningful way, ultimately leading to increased loyalty and retention. By integrating various communication methods and offering personalized support, Levitate empowers small businesses to thrive in a competitive environment while focusing on what they do best: building lasting relationships with their clients. ## Levitate Pros & Cons **What users like:** - Users praise Levitate's **amazing customer support** that enhances communication and streamlines email marketing efforts effectively. (54 reviews) - Users find Levitate's **ease of use** exceptional, simplifying communication and enhancing brand engagement effectively. (43 reviews) - Users appreciate the **helpful support team** of Levitate, enhancing user experience and satisfaction with the product. (32 reviews) - Users highlight Levitate's **easy-to-use email marketing** tools that significantly enhance outreach and engagement with supporters. (30 reviews) - Users highlight the **automation capabilities** of Levitate, praising its efficiency in task management and smooth functionality. (29 reviews) - Time-saving (26 reviews) - Easy Setup (22 reviews) - Automation Efficiency (21 reviews) - Personalization (19 reviews) - Automation AI (18 reviews) **What users dislike:** - Users find the **missing integration features** of Levitate frustrating, complicating data management and engagement tracking. (14 reviews) - Users face significant **integration issues** with Levitate, complicating data syncing and engagement tracking across platforms. (10 reviews) - Users feel there is a lack of **customization options** for tasks and automations, limiting their personalization experience. (10 reviews) - Users find **email management cumbersome** in Levitate, requiring too much effort and resulting in impersonal communication. (9 reviews) - Users struggle with **campaign issues** , facing delays in email delivery and a lack of tailored suggestions. (8 reviews) - Time-Consuming (8 reviews) - Data Management (6 reviews) - Expensive (5 reviews) - Integration Difficulty (5 reviews) - Lack of Integrations (5 reviews) ## Levitate Reviews ### 1. what a difference this platform is compared to the others **Rating:** 5.0/5.0 stars **Reviewed by:** Bobby M. | director of business development, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2024 **What do you like best about Levitate?** the little tage for each client the little remionders you can get and all the small details you can put on each contact **What do you dislike about Levitate?** i dont know of any i think their system is great and their cutomer careis veryhands on **What problems is Levitate solving and how is that benefiting you?** im not sure of any ### 2. Great Program **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2024 **What do you like best about Levitate?** It's a great program with a very good structure to help solo attorneys and small attorneys manage their marketing efforts. **What do you dislike about Levitate?** There are no downsides to the program. I like all the features. **What problems is Levitate solving and how is that benefiting you?** It helps me do the things I need to do easily. ### 3. Levitate has been the best investment! **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica K. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2023 **What do you like best about Levitate?** Levitate has saved me so much time in creating professional emails and sending them out promptly. The new AI feature has been a lifesaver in creating emails that would have taken me a long time to make myself. I also love that I meet with my specialist every three months and he has knowledge on what types of emails to use and what emails get the attentions of customers. **What do you dislike about Levitate?** There isn't anything at this point that I dislike about the program at this time. **What problems is Levitate solving and how is that benefiting you?** It is making it possible for me to keep in touch with customers and prospects. ### 4. Trying to maintain, organize and grow **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2023 **What do you like best about Levitate?** I like levitatE because it can be personalized to one individual or company or a pre-selected group. You can customize campaign templates or use theirs. Customization is big. **What do you dislike about Levitate?** This software is a lot of work, not just marketing or prospecting. It is also maintaining your current book of business. The Downside is It takes a part-time person to maximize it. **What problems is Levitate solving and how is that benefiting you?** Levitate solves the problem of a response from a client or potential client you're sending out to. Levitate is not a fair comparison with Constant Contact. Both very different functions. ### 5. Easy to use marketing tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2023 **What do you like best about Levitate?** The premade campaigns are fantastic and they have different templates for everything we need **What do you dislike about Levitate?** Nothing, we have not had any issues with it. **What problems is Levitate solving and how is that benefiting you?** It is helping us keep in constant contact with our customers and cross sell ### 6. Great Results **Rating:** 4.5/5.0 stars **Reviewed by:** Peter F. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2022 **What do you like best about Levitate?** We have been using Levitate for 2 years now with amazing results. Our open rate for emails is nearly 70%, and are getting many responses. Often those responses lead to greater business opportunities. **What do you dislike about Levitate?** The system is very complex and it took us a while to get the hang of it, but our service rep Kelly walked us through each step as we met quarterly. **What problems is Levitate solving and how is that benefiting you?** Our client communication was mostly junk that our clients were not opening and certainly were not reading. Now, we have 68% open rate and responses to our emails that have generated additional revenue. We are not only reaching out to touch our clients more often, but the content is information they value! **Official Response from Meghan Hardy:** > We appreciate your kind words, Peter, and are thrilled to see you getting such great results from Lev. Thanks for being a customer! ### 7. Clean & easy **Rating:** 5.0/5.0 stars **Reviewed by:** Chris E. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2023 **What do you like best about Levitate?** Ease of scheduling and seeing my future roll-out calendar. **What do you dislike about Levitate?** Sometimes there are duplicate emails across different types of clients. Wish it recognized the duplicates. **What problems is Levitate solving and how is that benefiting you?** Relevant communications with existing customers ### 8. Fun and Fresh Way to Stay Top of Mind **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Levitate?** There are several things our office likes about Levitate. We like the variety of content that spans from fun and light-hearted meme holiday greetings to more intellectual economic commentary. We also really like the integration with our CRM which inserts our email history into the contact's timeline alongside our other correspondence and tasks. Levitate has a great onboarding process and there are scheduled periodic meetings with our representative that help us to learn new ways to further integrate and utilize the product in our business. **What do you dislike about Levitate?** We haven't had any problems with Levitate that haven't been able to be resolved through more education or tech support. We would highly recommend it to other businesses that want a compliance-friendly marketing solution that helps them stay top-of-mind in a way that's fresh and interesting. **What problems is Levitate solving and how is that benefiting you?** Levitate is helping us to deliver fun, informative, and relevant marketing content in a way that only requires relatively minor input on our part. Our clients interact with our emails at a much higher rate than previous marketing programs we have used and this has helped to strengthen and grow our business. They are also helping us to track and archive communications in a way that meshes with our other methods of note-keeping and task management. **Official Response from Meghan Hardy:** > We appreciate you taking the time to leave a review and for being a great customer! ### 9. Email tracking and automation online platform. **Rating:** 4.0/5.0 stars **Reviewed by:** Jesse H. | Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** September 15, 2022 **What do you like best about Levitate?** So far the best thing I like about Levitate is its ability to track email open/read rates. **What do you dislike about Levitate?** It could integrate with outlook and our CRM a little bit better. It makes some processes like sending an email a little more manual. **What problems is Levitate solving and how is that benefiting you?** Helping us on the marketing front by being able to send out mass email campaigns, then track them to focus in on contacts/leads that may be interested. ### 10. I would HIGHLY recommend Levitate to colleguages in the nonprofit sector. **Rating:** 5.0/5.0 stars **Reviewed by:** Pilar B. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Levitate?** The Levitate team members have been friendly, professional and personable. The Levitate dshboard is user friendly and the one on one opportunity to work with your assigned team member is very helpful! **What do you dislike about Levitate?** It's hard to dislike anything; Levitate is great!! **What problems is Levitate solving and how is that benefiting you?** Levitate is helping our organization to connect with donors on a more personal level AND more frequently. Scheduling content ahead of time is extremely helpful with limited staffing. ### 11. Great resource if you need pre-written content. Customer support is top grade. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2022 **What do you like best about Levitate?** The automations allowed in Levitate let me set up workflows for interactions without having to constantly tend to them. The customer support available is some of the best I've seen. **What do you dislike about Levitate?** I hope it can integrate with a wider range of systems in the future. This is probably a function of time. **What problems is Levitate solving and how is that benefiting you?** It lets me automate contact with people without having to check on things constantly. It also gives me access to Levitate's experts to use their tools best. ### 12. Emerald Advisors **Rating:** 5.0/5.0 stars **Reviewed by:** Breanna C. | Communications Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Levitate?** Levitate is clean, simple to use, and has helped us streamline our communications more consistently. The campaigns have been very helpful. **What do you dislike about Levitate?** I would like to see a social media feature that allows us to post directly from Levitate. **What problems is Levitate solving and how is that benefiting you?** The newsletter templates are great and mean we can prep them ahead of time. We are tailoring some of the campaigns to become articles we share in the newsletter as opposed to just being a campaign. **Official Response from Meghan Hardy:** > We're so glad you're loving Lev, Breanna! You'll also be happy to know that we will soon be offering a social media integration. Your success rep can tell you more about that! ### 13. How to reestablish long forgotten business relationships **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos J. B. | President and Shareholder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Levitate?** My Customer Success Specialist is always approachable and available and has made the process extremely user-friendly. The best thing with Levitate is how easy it is to reestablish contact with long-forgotten business clients, friends, referral sources, and others. **What do you dislike about Levitate?** The only potential downside I have discovered has been the number of positive responses for each campaign. If you are new to Levitate, schedule time after each campaign to respond to everyone reaching out to you. **What problems is Levitate solving and how is that benefiting you?** I have established many business contacts throughout my career and lacked a system to remain in touch and keeping myself relevant to those contacts. Levitate, through its numerous campaigns, has solved that dilemma. **Official Response from Meghan Hardy:** > Nothing makes us happier than hearing that Lev is creating so many positive responses for you, Carlos! Thanks for being a wonderful customer. ### 14. Great Product and Service **Rating:** 5.0/5.0 stars **Reviewed by:** Tom D. | Financial Services Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Levitate?** I have found the reps at Levitate to be very friendly and helpful. They go above and beyond my expectations. In addition, the software is quite user friendly. **What do you dislike about Levitate?** Only negative is the limitation of 500 e-mails per day because our ISP limits the amount of e-mails that go out. I know other services like Constant Contact do not, however it allows us to control the amount that will go out on a daily and weekly basis. **What problems is Levitate solving and how is that benefiting you?** Prospecting for new clients, staying in contact with existing clients and doing virtual workshops is the areas where Levitate is assisting in becoming more accessable to our clients and prospects **Official Response from Meghan Hardy:** > Thanks for the review, Tom! We'll be sure to pass along your kind words to our success reps. ### 15. The support that we've received as we implement has been excellent. **Rating:** 3.0/5.0 stars **Reviewed by:** Kevin D. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2022 **What do you like best about Levitate?** 1) The ability to conduct large email campaigns. 2) The support in learning the application. 3) The Outlook plugin. 4) The automation and triggers. **What do you dislike about Levitate?** I'm a new user, so I don't know enough yet. **What problems is Levitate solving and how is that benefiting you?** 1) Conducting email campaigns that are not labor intensive. 2) It's a decent CRM, so we could eliminate our previous one. 3) The price is right. ### 16. Grow Business By Combining Email Marketing And Calendar Functionality **Rating:** 5.0/5.0 stars **Reviewed by:** Jem D. | Sr Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2022 **What do you like best about Levitate?** With Levitate's CRM in the cloud and automation technology, you'll be able to increase your efficiency, productivity and close more deals. No more clunky software. Save time by automating daily tasks, manage leads & contacts easily, send personalized emails & marketing campaigns directly from within your Gmail account. Levitate features tools that automates your marketing campaigns and gives you the ability to import contacts from anywhere including files in Google Drive, Microsoft Office 365 and Salesforce.com. **What do you dislike about Levitate?** Levitate is an advanced CRM and Sales Tool. Everything needed to build a successful business comes together in one smart, simple and seamless solution. From the desktop and mobile app to sales automation, marketing coaching and analytics, everything is designed to help you find new customers faster and grow your business. **Recommendations to others considering Levitate:** We recommend Levitate software for your business because it is a good solution for business lead generation and other daily tasks to handle business queries. Its customer support is very good to guide how to operate and manage business tasks. **What problems is Levitate solving and how is that benefiting you?** Levitate is a team communication software application that brings together all of your communication platforms into one cohesive software app. This means you can chat with other members of your team, schedule meetings, and send emails to each other all while in one place. Along with the ability to connect with your teammates and clients, Levitate allows you to add key details about said contacts such as their personal information such as emails, phone numbers, etc. ### 17. Levitate - A Great resource for my business **Rating:** 5.0/5.0 stars **Reviewed by:** Kristen D. | Member, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Levitate?** The platform is so easy to use and when I do need customer support they are extremely helpful **What do you dislike about Levitate?** It would be nice to embed a hyperlink in a text portion of a HTML campaign. **What problems is Levitate solving and how is that benefiting you?** looking forward to the survey function and learning more about it. **Official Response from Meghan Hardy:** > We appreciate you taking the time to leave a review, Kristen! We'll share your feedback about the hyperlink with our product team. ### 18. Levitate really raised the bar! **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda C. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Levitate?** The ease of using the platform. User friendly, intuitive. **What do you dislike about Levitate?** I really wish we could organize My Templates better. **What problems is Levitate solving and how is that benefiting you?** Customer correspondence has drastically improved. We love being able to see when the email is read. Automation of drip marketing. **Official Response from Meghan Hardy:** > Thanks for the kind words, Amanda! We're so glad Lev is helping you keep in touch with your clients in a simpler way. ### 19. Levitate has made it easy for me to reach out to my clients **Rating:** 5.0/5.0 stars **Reviewed by:** Mona H. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Levitate?** Levitate has relevant content and is easy to contact my clients. My clients respond to the emails sent from Levitate as if I sent them to them directly. I've been really happy with Levitate! **What do you dislike about Levitate?** The learning curve on making my own newsletter to send out. **What problems is Levitate solving and how is that benefiting you?** Levitate has so many options of content that is helpful to my clients even if it's not in my field of business. **Official Response from Meghan Hardy:** > Monda, we're so glad to hear that Levitate has made connecting with your clients easier. Thanks for taking the time to leave a review! ### 20. Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Hector G. | Certified Public Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Levitate?** The application helps in our communication with our clients **What do you dislike about Levitate?** Not able to integrate with Canopy, our CRM **What problems is Levitate solving and how is that benefiting you?** Levitate has solved our newsletter campaign **Official Response from Meghan Hardy:** > Thank you for the kind words, Hector! ### 21. Its a great program and helps save lots of time while reaching out to all of our clients **Rating:** 5.0/5.0 stars **Reviewed by:** Erica S. | Intake Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2022 **What do you like best about Levitate?** I dont have to send out the emails one by one myself **What do you dislike about Levitate?** i dont like having to get the info to do the dumps of the clients **What problems is Levitate solving and how is that benefiting you?** its helping us reach all of our past and current clients **Official Response from Meghan Hardy:** > Thank you for the review and for being a great Levitate customer, Erica! ### 22. I like using Levitate to reach out to my client base. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Levitate?** Texting Capabilities added a new method of communication to our business **What do you dislike about Levitate?** Contact Profile Editing is a bit linear and I would prefer to see all on-screen versus scrolling downward. **What problems is Levitate solving and how is that benefiting you?** Reaching our client base in multiple ways with higher efficiency. **Official Response from Meghan Hardy:** > We appreciate your review and are glad you're enjoying our new text capabilities! - [View Levitate pricing details and edition comparison](https://www.g2.com/products/levitate/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-31+20%3A27%3A35+-0500&secure%5Bsession_id%5D=5173c629-9d79-46b4-b914-a87077c4d03a&secure%5Btoken%5D=6fb545ff8e467985d2e1859780372cb4fc9662a5471539a9fe93f766135706d4&format=llm_user) ## Levitate Integrations - 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[Wix](https://www.g2.com/products/wix/reviews) - [Xanatek IMS](https://www.g2.com/products/xanatek-ims/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Levitate Features **Email Marketing** - Email and Mobile Preview - Manage Email Lists - High-Volume Sending - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses - Multi-user Account - Surveys **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization **Diagnosis** - IP Address - Domains - Content - Policy Compliance **Templates** - Text and Themes - Stock Images - Proofing - Mobile Responsive **Text Messaging** - Bulk SMS - Two-Way Text Messaging - Text Scheduler - Automatic Replies - Automatic URL Shortening - MMS Marketing - Personalization - Transactional SMS **Content & Collaboration** - Content Calendar - Content Library - Shared Inbox - Approval Workflows - Users and Permissions - Content Creation **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Online Behavior Tracking - Automated Alerts and Tasks - CRM Lead Integration **Social Management** - Social Analytics - Social Publishing - Campaign Optimization - Social Engagement - Social Ads - Campaign Planning - Hashtag Capabilites **Tracking** - Processing Time - Placement - Open Rate - Time to Open - Alerts **Edit** - Pre-Made - Build - HTML **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting **Reporting** - Campaign Performance - Domain Reputation - Brand Reputation - Blacklist and Whitelist **Logistics** - Analytics - Issues - Integrations - Shareable Link **Agentic AI - Social Media Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising **SMS Platform** - Reporting - Automation - White Label - Text-to-Landline - Short Codes - API Integration **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Email Deliverability** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Reporting & Analytics** - A/B Testing - Basic Reporting **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics **Agentic AI - SMS Marketing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Email Template Builder** - Autonomous Task Execution - Cross-system Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **AI Automation - SMS Marketing** - AI SMS **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **AI Content Generation - SMS Marketing** - AI SMS **Agentic AI - Email Marketing** - Autonomous Task Execution - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Cross-system Integration **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - CRM Integration - Social Media Integration - E-Commerce Integration **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications ## Top Levitate Alternatives - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 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